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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
776	AIA Angeles Investment Advisors Santa Monica, California	$346K	$0	1	0.02%	Maintained
777	Sigma Planning Corp Ann Arbor, Michigan	$345K	+$186K	2	0.01%	Increased
778	Banque Pictet & Cie Geneva 73, Switzerland	$342K	+$315K	1	0%	New
779	KSCM Kamunting Street Capital Management Miami Beach, Florida	$342K	+$315K	1	0.25%	New
780	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$341K	-$174K	1	0.11%	Reduced
781	Quadrant Capital Group Cincinnati, Ohio	$338K	+$17K	5	0.04%	Increased
782	TC Truvestments Capital Sarasota, Florida	$336K	+$15.7K	2	0.17%	Increased
783	Brookfield Corp Toronto, Ontario, Canada	$335K	+$289K	1	0%	New
784	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$335K	$0	1	0.11%	Maintained
785	Fort Washington Investment Advisors Cincinnati, Ohio	$333K	-$7.19K	1	0%	Reduced
786	CFGS Concourse Financial Group Securities Birmingham, Alabama	$332K	+$11K	3	0.02%	Increased
787	Empirical Wealth Management Seattle, Washington	$329K	$0	1	0.02%	Maintained
788	ECM Everence Capital Management Goshen, Indiana	$329K	$0	1	0.02%	Maintained
789	HFS Heritage Financial Services Westwood, Massachusetts	$323K	+$303K	1	0.25%	New
790	SWA Stratos Wealth Advisors Beachwood, Ohio	$316K	$0	1	0.02%	Maintained
791	CNC Canandaigua National Corp Canandaigua, New York	$315K	-$1.11K	1	0.05%	Reduced
792	AWCI Alpine Woods Capital Investors Purchase, New York	$313K	+$289K	1	0.03%	New
793	HIG Heritage Investment Group Pompano Beach, Florida	$313K	+$288K	1	0.25%	New
794	WR WD Rutherford Portland, Oregon	$311K	$0	1	0.16%	Maintained
795	BLC Brown, Lisle/Cummings Providence, Rhode Island	$309K	+$266K	1	0.15%	New
796	NPPM North Point Portfolio Managers Orange Village, Ohio	$307K	$0	1	0.04%	Maintained
797	VWM Venturi Wealth Management Austin, Texas	$302K	+$283K	1	0.02%	New
798	IFWM Institute for Wealth Management Denver, Colorado	$301K	+$179K	2	0.05%	Increased
799	CGIM Cannon Global Investment Management Davie, Florida	$298K	+$263K	1	0.47%	New
800	HCM Hilton Capital Management Garden City, New York	$298K	+$12.8K	1	0.03%	Increased